Capital gains changes tip the scales for business owners

Investment Executive
May 3, 2024.

Joseph Bakish, Portfolio Manager, Investment Advisor at Richardson Wealth, discusses his approach with incorporated clients following the federal government’s proposed changes to the capital gains inclusion rate.

“We’re doing an entire evaluation of all our clients to see if an asset can be crystallized, and on what date, and then ask what the implications are overall for them (prior to June 25).”